Is the technology sector ripe for value play?
It was supposed to create a digital transformation revolution. Businesses of all shapes and sizes were supposed to embrace it quickly to hold on to customers. Digital technology-based outsourcing was…
How to play Budget 2023-24
Expectations drive financial markets. Credit markets look forward to the cues on interest rates and inflation, while equity markets look to those about corporate profits. It is the final full…
How to play defensive in 2023
There are profits to be made if you play right. Most analysts' annual investment predictions in 2023 are out. They talk of a 65000 level for the Sensex and 20000…
Investing in India’s digital economy
It was supposed to help realise dreams. India's consumer technology unicorns were riding on India's aspirational middle class. There was an overall downward trend in the technology sector around the…
COVID FEARS RESURFACE – AN OPPORTUNITY IN CRISIS?
As we bring the year to a close, fears of another Covid Wave are back. Another China variant with supposedly higher infecting potency is bringing back the ghosts of the…
Where to invest in 2023
A lot of literature is published at this time of the year. Not the type that goes for the Booker prize. It is about your money and how you should…
What to expect in 2023
When financial markets witness high inflation episodes, they are usually followed by a recession. Online conversations and data intensify as high inflation triggers a chain of interest rate action by…
Takeaways from Investing in 2022..
It was a year of underperformance. Share prices tumbled across the board from the United States to Asia in 2022. As central bankers worldwide hiked borrowing rates, fears about an…
Is the India de-coupling story sustainable?
The year 2022 brought turmoil to financial markets. Rising interest rates and inflation took the wind out of equity prices. Major indices in the US, Europe and Asia shed 20-30%…
How to play India’s banks as interest rates rise
If you plot a chart of the S&P BSE Sensex and the Bankex, an index that tracks the banking sector stocks, you will find a linear correlation for most of…